Emerald Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-10,045
| Closed | -$257K | – | 117 |
|
2021
Q3 | $257K | Hold |
10,045
| – | – | 0.07% | 84 |
|
2021
Q2 | $258K | Hold |
10,045
| – | – | 0.08% | 84 |
|
2021
Q1 | $258K | Hold |
10,045
| – | – | 0.09% | 73 |
|
2020
Q4 | $259K | Buy |
10,045
+12
| +0.1% | +$309 | 0.09% | 72 |
|
2020
Q3 | $260K | Buy |
10,033
+33
| +0.3% | +$855 | 0.1% | 65 |
|
2020
Q2 | $259K | Hold |
10,000
| – | – | 0.11% | 60 |
|
2020
Q1 | $258K | Hold |
10,000
| – | – | 0.12% | 58 |
|
2019
Q4 | $259K | Buy |
+10,000
| New | +$259K | 0.25% | 77 |
|